Hello,
New to Sage... Probably the answer is very simple but I simply can't figure it out: How do I make a custom form (such as estimate or invoice) the default form? I am unable to save the customized form in the default folder (it says I do not have permission even though I am both: the only user and the admin). Therefore I have saved the forms in a separate folder but then I can only pull the standard forms from the dropdown list:
Is there a way to make my custom forms the default ones so they can be chosen from that list?
Help is very much appreciated!